Alibaba stock fell following quarterly results.

格隆汇5月13日｜据央视，当地时间5月13日，菲律宾参议院进入封锁状态，据悉有国调局人员入内试图逮捕参议员德拉罗萨。参议院安保人员身穿防弹服，有军方持枪人员入内。晚间，参议院内部传出连续枪声。

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More 24/7 Wall St.

Pre-Market Stock Futures: Futures are trading mixed on Wednesday, after a rough day for technology stocks and the Nasdaq. The combination of the prospect of a longer struggle with Iran, and higher inflation, which soared to 3.8% annually, the highest since May 2023, while the core number, which is less food and energy, rose to ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More Yahoo Finance

今日，DataEye研究院正式发布2026年5月4日-5月10日海外AI剧/漫剧素材周榜。 本期（5月4日-5月10日）DataEye海外AI剧/漫剧素材榜总投放素材量达 114359组 ，环比微降了2.01%。其中素材量超1万组的有4部，位于5千至1万组区间的有2部，其余14部素材量均位于1千至5千组区间。 具体来看，上周新上线的狼人题材《The Wolfless Carpenter Rules the World》位列榜首，素材量 2.4万组 ，也是榜单中唯一一部素材量 超2万组 的剧；双男主“情感+体育”题材《Pucked by My Hockey Rival》位列第二，素材量1.6万组；兽人情感剧《The Lion's Captive》滑落至第三位，素材量1.5万组。 本期共有 2部新剧 上榜，其中《抱歉太晚心已過期》位列第10位，素材量3017组，讲述了女主七年前冲进火场救下男主，功劳却被女配领走，女主为男主奉献了七年，男主却在法庭作伪证称女主是抄袭者，最终女主心死离开洛杉矶，并用自己的实力横扫医学界，随着真相大白，男主追悔莫及，但却为时已晚；《Clash of Ice and Flame》位列第15位，素材量1921组，是一部双男主体育类情感剧。 题材方面， 情感标签以75%遥遥领先，逆袭、狼人、伦理等紧随其后，占比均不低于10%，此外还有玄幻、黑帮、复仇等标签上榜。 主投APP方面， NetShort表现活跃，独占10席，DramaWave占据4席，VibeShort占据2席。 值得注意的是，DramaWave本期突破NetShort的头部垄断，旗下作品跻身榜单第二名，市场活力进一步增强。 总体来看， DataEye研究院认为： ①本周头部投放集中度进一步提升。 本期TOP3剧集合计投放素材量5.5万组，占TOP20总素材量的48.36%，较上周的40.82%上涨了7.54个百分点。同时，本期TOP4剧集投放素材量全部突破1.2万组，头部作品投放量级显著提升。 ②双男主情感剧或成下阶段主流题材。 本期仅2部新剧上榜，其中一部便是双男主情感剧，同时，上期新上线的《Pucked by My Hockey Rival》本期跻身榜单第二，素材量暴涨246.84%，该剧同样是双男主情感题材，外加榜单第十二位的《I Swallowed My Ex's Mafia ...

格隆汇5月13日｜印度启动了一项规模达3750亿卢比(约39亿美元)的计划，推动将煤炭工业化转化为合成气，以降低进口依赖并增强外汇储备。印度信息与广播部长阿什维尼·瓦伊什瑙在周三的内阁简报会上表示：“印度拥有极为丰富的煤炭储量，可供未来200年使用。我们希望利用这些煤炭来生产天然气。”根据该计划，政府将承担工厂及设备成本的20%，并协助将煤炭储备与未来项目对接。瓦伊什瑙表示，该激励措施预计将吸引约3万亿卢比投资，并帮助将7500万吨煤炭转化为煤制气。

通过因地制宜的城市更新与社区营造实践，黄岩区以五洞桥和桥上街为切入点，激活了老街区的内生动力并连接起代际情感。 谈到台州，人们总有“散装”的印象。台州人很少笼统地自称台州人，往往会具体到区县，称自己是临海人、温岭人，或是黄岩人。 临海以府城古韵著称，千年文脉底蕴深厚。天台山佛宗道源、山水神秀，是家喻户晓的文旅目的地。温岭拥有滨海风光与活跃的民营经济，富庶宜居。相较之下，作为台州主城区之一的黄岩低调不少。 黄岩地处台州西南部，自温黄平原向西延伸，丘陵连绵，自古便是水土丰饶之地。古籍中记载黄岩风物：“鸡橘子，如指头大，味甘，永宁界中之。”永宁，正是黄岩的古称。 这座城市从自然风貌到城市营建，都有着在线的审美。本世纪初启动建造的永宁生态公园，是景观设计学家俞孔坚归国后的首个项目，也是中国海绵城市最早的实践范本。时至今日，园内依旧草木繁盛，生机盎然。而刷屏社交网络的黄岩石窟，始于唐代的千年古采石场，2023年起由徐甜甜/DnA设计与建筑事务所主持活化利用，对多个石窟进行生态修补与激活，岩壁与碧潭相融相映，景致自成一派。 位于黄岩西城的五洞桥与桥上街，是一片保留较为完整的历史街区。一桥一街相依共生，藏着宋韵风骨与市井烟火。时至今日，街巷依旧维系着当地人的日常起居。只是随着城市发展，热闹涌向新城，这条老街渐渐慢了下来。 “五一”期间，一场以“桥上见”为名的相聚，在五洞桥和桥上街启幕。剪纸艺术、非遗展览、街坊纪实、风物研究、圆桌对话、民谣现场等文化活动接连登场。一群心怀在地理想的人，邀请各地好友探访此地，与当地居民伙伴一同，以文化为窗口激活老街，让这片街巷长出新的生命力，成为安放乡愁、承载日常、连接未来的精神属地。 正在进行中的城市更新，召唤更多人走进黄岩，越过五洞桥、走入桥上街，在寻常巷陌之间，重拾现代生活中日渐消失的“附近”。从桥上街开始，认识黄岩、发现黄岩、参与创造黄岩。 桥上见黄岩 行至五洞桥，桥面随拱券起伏，如波浪般绵延，踏阶上下颇具动感。自东向西过桥，对岸桥上街青砖黛瓦的景致次第铺展，颇为灵动。从各个角度望向古桥，它都与周遭风景相映成趣。 黄岩文化馆副馆长陈静对五洞桥与桥上街的一砖一瓦了然于心。她的讲述和导览，让初次造访的人得以了解这里的前世今生。 陈静告诉第一财经，在黄岩人的集体记忆中，五洞桥的知名度高于桥上街，“但这两者本就血脉相连，桥与街共同构成了一组不可分割的...

Microsoft appears to be working on expanding its Xbox Game Pass subscription to China. References to "Project Saluki" have been discovered in a recent update to the Xbox PC app this week, with Microsoft describing the codename as "China market expansion for Game Pass, Rewards, and subscription tiers." While Microsoft offers a variety of games in China through Activision Blizzard, it does not currently make Xbox Game Pass available in the country. Microsoft does sell Xbox consoles in China, and first launched the Xbox One in China in 2014, becoming the first video game console to do so after a 14-year government ban on game consoles. The Ch … Read the full story at The Verge.

PM Images/DigitalVision via Getty Images Farmers National Banc Corp. ( FMNB ) has been very dependent on mergers & acquisitions which decreased and diluted value generation to shareholders. And it is struggling to grow its loan portfolio without any acquisitions unlike 5.9% average growth reported by FDIC insured banks. FMNB is also lagging in many areas that is why its stock price only grew by 5% in the past one year while S&P 500 grew by 30.63% and KRE grew by 23%. While its valuation and dividend yield are attractive, complete picture makes different story. Stock Returns of FMNB, S&P500 and KRE (Seeking Alpha) Profitability It is not just about no scope to increase dividend as cash dividend payout ratio reached 48.81%, Farmers National Banc Corp.’s overall performance started to decline since 2022. In the past six years FMNB had acquisitions every year except 2022 and 2025, these acquisitions mostly had stock as payment with little cash involvement. Company filings In addition, profitability declined substantially from 1.54% in 2022 to 1.14% in 2025 and acquisitions which used to add value earlier (until 2021) decreased value in the short term due to large share issuances to complete the acquisition of Middlefield Banc Corp and others. Data by YCharts While the acquisitions add value eventually, giving more preference to acquisitions while not increasing the profitability of the bank and the value generated to shareholders through book value per share is the problem. As seen in the chart above current book value per share is $12.95 in Q1, 2026 even after four years it has stayed below $13.94 reached in 2021. Seeking Alpha Farmers National Banc Corp. posted almost zero growth in book value per share from $12.95 in Q2, 2021 to $12.96 in Q1, 2026, while its peer NBT Bancorp ( NBTB ) posted 30% growth in book value per share from $28.19 in Q2, 2021 to $36.57 Q1, 2026 and Park National Corporation ( PRK ) posted 43.54% growth from $65.44 in Q2, 2021 to $93.93 in Q1, 2...

格隆汇5月13日｜阿里巴巴CFO：由于在商家留存和用户体验方面进行大量投资，阿里巴巴中国电商业务的EBITA将出现季度波动。

The regulator said the forum had not done enough to protect UK users - but critics accuse Ofcom of acting too slowly.

Keir Starmer faced his biggest challenge yet on Wednesday when his health minister was reported to be readying his resignation to try to trigger a contest to replace a British prime minister who had sought some respite to set out his government’s agenda. As Starmer and his ministers stood in silence to hear King Charles read out their government’s agenda, the ceremony was overshadowed by what could be the most dangerous threat to the prime minister since lawmakers began urging him to resign over...

S&P 500 Index futures rise 0.2% as of 7:49 a.m. in New York ahead of a summit between President Donald Trump and China’s Xi Jinping. Nasdaq 100 futures are up 0.7% Dow Jones Industrial Average futures are down 0.2% The MSCI World Index is up 0.1% Here are some of the biggest US movers before the bell: Magnificent Seven stocks: Nvidia (NVDA) is up 2% as CEO Jensen Huang joins President Trump on his visit to China. Tesla (TSLA) +1.3%, Alphabet (GOOGL) +0.4%, Amazon (AMZN) +0.08%, Meta Platforms (META) -0.2%, Microsoft (MSFT) -0.4%, Apple (AAPL) -0.1% Chipmakers, opticals and storage firms gain as supply for global memory chips, key to AI infrastructure build-outs, tightens further. The sector is also getting a boost from Huang’s trip to China. Alibaba Group ADRs (BABA) slip 3% after the company posted its first operating loss since the depths of the Covid pandemic, underscoring the extent to which China’s e-commerce leader is spending on the AI initiatives it hopes will power its next phase of growth. Arteris (AIP) gains 12% after the semiconductor company’s first-quarter revenue beat estimates and it raised its full-year revenue guidance following strong AI-driven demand. Eos Energy (EOSE) climbs 30% after the energy storage company reported first-quarter revenue that beat the average analyst estimate and announced the formation of a development and investment battery energy storage project with Cerberus Capital Management. Karman Holdings (KRMN) is down 7% after the aerospace and defense company reported results that KeyBanc described as “largely in line” and “modestly” raised full-year guidance for revenue and adjusted Ebitda. Nextpower (NXT) rises 14% after the solar-equipment company raised its fiscal 2027 outlook for revenue. Orla Mining Ltd. (ORLA) rises 3% after Equinox Gold Corp. agreed to acquire the company in a cash-and-stock deal valuing the Canadian miner at about $5.1 billion. Wix.com (WIX) fallls 15% after the web-platform company reported first-quarte...

The Trump phone may finally be here: Trump Mobile's CEO told USA Today that the phone will begin shipping to buyers this week. The announcement comes as reports have gone viral this week alleging that preorders for the phone have been canceled. Trump Mobile CEO Pat O'Brien confirmed the release plans to USA Today over email, telling the outlet that all preorders will be fulfilled within the next few weeks. O'Brien reportedly acknowledged the phone's numerous delays - it's now been 11 months since it was announced - though seemingly didn't offer any detailed explanation for why the phone has taken so long to launch. "Those delays were worth … Read the full story at The Verge.

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Toril Bosoni, International Energy Agency, Head of Oil Industry and Markets Division; Andreas Utermann, Vontobel, Chairman; Michael Haigh, SocGen CIB, Head of FIC & Commodities Research; Rolf Habben Jansen, Hapag-Lloyd, CEO; Marion Messmer, Chatham House, International Security Programme Director. (Source: Bloomberg)

Qualcomm Incorporated $QCOM Stock Position Decreased by VIRGINIA RETIREMENT SYSTEMS ET Al MarketBeat

Teledyne Technologies ’ ( TDY ) FLIR Defense unit said its Rogue™ 1 loitering munition system has been selected by the U.S. Army for the Low Altitude Stalking and Strike Ordnance (LASSO) program. Teledyne FLIR will deliver a variant of its Rogue 1 lethal UAS for LASSO. The advanced drone platform will enable Army Brigade Combat Teams to deliver precision strikes against tanks and other armored vehicles, the company said . More on Teledyne Teledyne Technologies Incorporated (TDY) Q1 2026 Earnings Call Transcript Teledyne Technologies Incorporated (TDY) Shareholder/Analyst Call Prepared Remarks Transcript Teledyne: Deserving Of A Premium Valuation Teledyne forecasts 2026 non-GAAP EPS of $23.85 to $24.15 while lifting sales outlook to $6.415B Teledyne beats top-line and bottom-line estimates; raises FY26 outlook

SpaceX Partners With Google in Talks on Orbital Data Center Cooperation Pre-IPO: Can 2 Trillion Valuation Goal Be Met? TradingKey

财联社5月13日讯（记者 王晨） 中信建投 2026年度中期资本市场投资峰会&未来产业暨股权投资论坛今日在上海召开，主题为“新开局、新世界、新未来” 本次峰会邀请了国内外近百位专家、600余家上市公司参与，设总量、TMT、大宗商品与新材料、医药、地产产业链、高端制造、能源保障与HALO资产、商品及衍生品等8个分会场，以及零售破局新生高端行业沙龙，为期3天。 在财联社记者看来，本次峰会亮点十分鲜明： 一是国际化嘉宾云集，峰会特邀多国官方代表、国际组织、全球资管机构出席，嘉宾覆盖阿联酋、欧盟、巴西及国际多边机构，搭建起高水平跨境交流与合作平台。 二是中信建投提出“三ZHI一新一化”战略体系，以价值投行、新质投行、数智投行为核心，推动金融服务从通道式向陪伴式转变，聚焦“五篇大文章”，服务新质生产力。 三是中信建投未来产业和政策研究院正式揭牌，定位为“连接政策前瞻、产业演进与资本配置的战略中枢”，通过推动“投研、投资、投行及投顾”四投联动，构建资源整合型高端智库。 四是聚焦百年变局下全球经济重构与中国战略新机遇，中信建投研究团队对宏观与政策做出核心判断，分享了A股与资产配置核心观点，明确核心投资主线。 中信建投董事长刘成：高水平对外开放是必由之路 中信建投党委书记、董事长刘成在致辞中开宗明义。他指出，2026年是“十五五”开局之年，中央金融工作会议明确提出加快建设金融强国，而“十五五”规划首次将这一目标写入国家五年规划。这对证券行业而言，既是方向指引，更是时代担当。 面对“全球变局中的中国机遇”这一重大命题，刘成给出的答案是：高水平对外开放是必由之路。作为资本市场的“国家队”，中信建投正锚定“打造国际一流投行”目标，以香港为支点，深度参与“一带一路”沿线资本市场互联互通，同时积极服务国际资本“投资中国”的新需求，力图成为中国与中东、东南亚及全球市场之间的战略桥梁。 值得关注的是，刘成首次系统阐述了公司正在构建的“三ZHI一新一化”战略体系——以“价值投行”为方向、“新质投行”为路径、“数智投行”为引擎，加快构建客户驱动的新发展模式。 策略会观点直击 峰会期间，来自海内外的多位专家家围绕宏观经济、货币政策、汇率走势等议题，分析权威研判。针对资本市场与大类资产配置，中信建投研究团队给出明确判断与方向，成为峰会最受关注的核心内容。 一是宏观观点认为中国经济长期向好 在百年变局加速...

据央视，5月13日晚，美国总统特朗普乘专机抵达北京。 应国家主席习近平邀请，美利坚合众国总统唐纳德·特朗普于5月13日至15日对中国进行国事访问。 这是中美两国元首继去年10月釜山之后再次面对面会晤，也是美国总统时隔9年再次访华。习近平主席将同特朗普总统就事关中美关系以及世界和平与发展的重大问题深入交换意见。

导语：铜线不够用的算力时代，光正在接管一切。 前几天英伟达CEO黄仁勋在接受媒体采访时说，下一代人工智能基础设施将需要大量的光学连接，因为计算需求正在迅速增长，以至于铜线已经无法满足需求。 这让本就“站在光里”的概念股再次受到关注。经过周末的发酵，5月12日，光模块“龙头公司”中际旭创市值再次破万亿！股价也再创新高，盘中一度达到1022.9元/股， 成为A股第十只千元股！ 但放到整个光通信领域中，如果按今年累计涨幅来看，中际旭创还不是涨幅最高的，“站在光里”的还有高手！ 此前，源杰科技在3月份就突破千元，成为A股第8只千元股，今年至今，股价最低点620元/股，最高点1766.88元/股，最大涨幅高达185%。 而A股“激光芯片第一股” 的长光华芯（688048.SH）涨幅更猛，今年股价最低点为114.5元/股，最高点是5月12日盘中的460元/股，最大涨幅已经超300%，涨幅直接碾压光模块三巨头“易中天” （中际旭创、新易盛、天孚通信，年初至5月12日期间，股价最低点至最高点的涨幅分别为102%、81%、113%） 。 可是，单从业绩上看，长光华芯在2025年之前还处于亏损状态，即便是2025年，其扣非净利润也是亏损，一家还没盈利的公司为何能受到资本热捧，甚至涨幅超过“易中天”呢？ 01 “光通信”风口，它恰好站在最上游 虽然大家都在“追光”，但现在的市场早已不是"随便买一个光字头的就会涨"的时候了，这时候更需要鉴别各家公司在算力产业链中的精确位置。 黄仁勋说的“光学连接”，从微观上看，靠的就是能让光信号在数据中心里飞速传输的光模块，而光模块最核心的零件就是光芯片，它是实现光电转换、分路、衰减、合分波等基础光通信功能的核心通信芯片，其性能直接决定光模块的传输速率。 巨丰投顾分析称，随着光模块从400G向800G、1.6T快速迭代，光芯片的市场需求与性能标准同步提升，而产能扩张速度难以匹配需求增长，所以行业需求缺口持续拉大。 在光模块里，光芯片是光模块产业链技术壁垒最高、成本占比最高的核心环节，在光模块总成本中占比约30%-40%，800G/1.6T等高速模块中占比更高。 但和算力芯片类似，我国的光芯片行业也有“卡脖子”的问题：高端EML光芯片 的国产化率长期较低，市场被美国的Lumentum、Coherent，日本的住友电 工、三菱电机这几家寡头垄断。 据华西证券研...

格隆汇5月13日｜佰维存储(688525.SH)公告称，公司已于2026年5月12日向香港联交所重新递交境外上市股份(H股)发行并上市的申请，并于同日在香港联交所网站刊登申请资料。本次发行尚需取得证监会、香港证监会和香港联交所等机构的备案、批准或核准，存在不确定性。